Adam Kohler

J.J. BURNS & COMPANY

Melville, NY 11747

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CRD#: 6089693

Professional summary

Adam Kohler, CFP® is a registered financial advisor currently at J.J. BURNS & COMPANY located in Melville, New York.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Adam has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Kohler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

February 25, 2022 - Present

J.J. BURNS & COMPANY

Office #1: 225 Broadhollow Road Suite 410, Melville, NY 11747

RIA

CRD#: 140452

Melville, NY

Past

November 23, 2020 - December 1, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GARDEN CITY, NY

Past

November 12, 2020 - November 30, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GARDEN CITY, NY

Past

January 20, 2015 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

MELVILLE, NY

Past

January 20, 2015 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

MELVILLE, NY

Past

October 22, 2012 - December 10, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

EAST ISLIP, NY

Past

August 22, 2012 - December 10, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

EAST ISLIP, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

J.J. BURNS & COMPANY

J.J. BURNS & COMPANY | JAMES J. BURNS & COMPANY, LLC

CRD#: 140452 / SEC#: 801-66736

RIA

Registered Investment Advisory firm - (5/15/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(2/25/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/19/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/20/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2012

General Securities Representative Examination

Current Firm

J.J. BURNS & COMPANY

J.J. BURNS & COMPANY | JAMES J. BURNS & COMPANY, LLC

CRD#: 140452 / SEC#: 801-66736

RIA

Registered Investment Advisory firm - (5/15/2006 Approved)

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Contact information

Main Address

225 Broadhollow Road Suite 410, Melville, NY 11747

Mailing Address

Phone number

(631) 390-0500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

J.J. BURNS & COMPANY AMENDED FORM ADV, PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts	2,064
AUM (Assets Under Management)	$ 1,069,875,158

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Adam Kohler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Kohler's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.J. BURNS & COMPANY

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

J.J. BURNS & COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 10/19/2012

Series 7TO

Date: 10/20/2022

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2012

Current Firm

J.J. BURNS & COMPANY

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

J.J. BURNS & COMPANY

TRUST BUT VERIFY

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